customerassistance@wilsonrogers.net
2055 W. 95th Street, Chicago IL 60643
773-239-8850

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your partner

We look for opportunities to help you grow and achieve your goals

We’re
professional

We are experienced, credentialed, and licensed.

We’re
accessible

We are family-friendly and are available to help you year-round.

We’re local

We’re proud to make Beverly our home, just like you.

Our Services

Individual Tax Return Packages

Standard Advanced
  • W2, retirement or unemployment income only
  • Minimal credits
  • Standard deduction
  • Minimal stock and dividend transactions
  • Schedule C with < $5K  income or expenses
  • Schedule E with single property
  • Significant credits (excluding EIC)
  • Itemized deduction
  • Substantial stock, option and dividend transactions
  • Schedule C with > $5K income or expenses OR multiple Schedule C activities
  • Schedule E with multiple properties
  • Significant credits (including EIC)
  • Itemized deduction
Amenities

  • Client newsletter
  • Unlimited tax questions via email/phone throughout the year
  • Consultation and response to one IRS or state notice per year
  • Quarterly client webinar
  • Annual client tax update webinar
Price $500 $800+

Specialization is provided in residential real estate, rental real estate, stock investments, S-Corps, LLCs, and Partnerships.

Because each situation is different, we encourage you to contact us so we can provide you a free, custom estimate for your returns.

Other Services

BUSINESS CONSULTING

  • Industry-specific business consulting
  • General human resource consulting
  • Process and control development

CORPORATE FINANCE

  • General bookkeeping and accounting services
  • Financial statement preparation
  • Quickbooks setup and review

IRS REPRESENTATION

  • Audits
  • Installment agreements
  • OIC & CNC negotiations

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